The 5th Annual Private Wealth Midwest Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Tom Heneghan, Chief Executive Officer, Equity International (EI)
Tom Heneghan has served as a leader in Sam Zell’s organizations for more than 25 years. Today, he is the CEO of Equity International (EI), which focuses on investing in asset-intensive industries primarily outside of the U.S. Tom oversees all the firm’s activities as well as its strategic vision and goals. He also serves as Chairman of EI’s Management Committee and as a member of the firm’s Investment Committee. Since joining EI in 2013, Tom has broadened the firm’s mandate in both asset classes and geographies. Tom is a director for three EI portfolio companies: Acosta Verde, a developer, owner, and manager of shopping centers in Mexico, SAMHI, an Indian hotel development and investment platform, and Home Partners of America (HPA), a single-family rental company in the U.S. with an unprecedented business model. Since its launch in 2012, Tom has been instrumental in developing and building HPA and its portfolio of approximately 12,000 homes across the country.
Previously, Tom served as CEO of Equity LifeStyle Properties (NYSE: ELS), which Sam also founded and chairs, for 9 years. Tom continues to serve as Co-Vice Chairman of ELS’s board of directors. Tom is a senior managing director of Chai Trust Company, which is the trustee of various trusts related to Sam Zell and his family. He is also a member of Urban Land Institute’s Global Exchange Council and a board member of the Global Real Estate Institute.
John W. Rogers JR., Founder, Chairman, Chief Executive Officer, Chief Investment Officer, Ariel Investments
John W. Rogers, Jr. is Founder, Chairman, Chief Executive Officer and Chief Investment Officer of Ariel Investments. Headquartered in Chicago, the firm offers six no-load mutual funds for individual investors and defined contribution plans as well as separately managed accounts for institutions and high net worth individuals.
After working for 2½ years at William Blair & Company, LLC, John founded Ariel Investments in 1983 to focus on undervalued small and medium-sized companies. Patience served as the cornerstone of a disciplined approach that still drives the firm today.
John’s passion for investing started when he was 12 years old when his father bought him stocks, instead of toys, for every birthday and Christmas. His interest grew while majoring in Economics at Princeton University. In addition to following stocks as a college student, John also played basketball under Hall of Fame coach Pete Carril. He was captain of Princeton’s Varsity Basketball Team his senior year. There, Carril’s courtside lessons on teamwork profoundly shaped his views of entrepreneurship and investing.
Early in his career, John’s investment expertise brought him to the fore-front of media attention, including being selected as Co-Mutual Fund Manager of the Year by Sylvia Porter’s Personal Finance magazine as well as an All-Star Mutual Fund Manager by USA TODAY. Furthermore, he has been highlighted alongside legendary investors Warren Buffett, Sir John Templeton and Ben Graham in the distinguished book: The World’s 99 Greatest Investors by Magnus Angenfelt. A sought after market commentator and speaker, John is regularly featured and quoted in a wide variety of financial broadcast and print publications.
Beyond Ariel, John is a board member of McDonald’s, NIKE, The New York Times Company and serves as vice chair of the board of trustees of the University of Chicago. Nationally, John is a member of the American Academy of Arts and Sciences, and a director of the Robert F. Kennedy Human Rights.
In 2008, John was awarded Princeton University’s highest honor, the Woodrow Wilson Award, presented each year to the alumnus or alumna whose career embodies a commitment to national service. Following the election of President Barack Obama, he served as co-chair for the Presidential Inaugural Committee 2009, and more recently, he joined the Barack Obama Foundation’s Board of Directors.
Rick Santelli, On-Air Editor, CNBC
Mr. Santelli joined CNBC as on-air editor in June 1999, reporting live from the floor of the Chicago Mercantile Exchange. His focus is primarily on interest rates, foreign exchange and the Federal Reserve.
Santelli is a regular contributor to CNBC’s “Squawk on the Street ” (M-F, 9AM-11AM ET).
A veteran trader and financial executive, Santelli has provided live reports on the markets in print and on local and national radio and television. He joined CNBC from the Institutional Financial Futures and Options at Sanwa Futures, L.L.C. There, he was a vice president handling institutional trading and hedge accounts for a variety of futures related products.
Prior to that, Santelli worked as vice president of Institutional Futures and Options at Rand Financial Services Inc., served as managing director at the Derivative Products Group of Geldermann Inc., and was vice president in charge of Interest Rate Futures and Options at the Chicago Board of Trade for Drexel, Burnham, Lambert. Santelli began his career in 1979 as a trader and order-filler at the Chicago Mercantile Exchange in a variety of markets, including gold, lumber, CDs, T-bills, foreign currencies and livestock.
He is a graduate of the University of Illinois Champaign/Urbana with a Bachelor of Science degree. Santelli has been a member of both the Chicago Mercantile Exchange and the Chicago Board of Trade.
Christopher Engelman Managing Director Parkside Investments
Lincoln Ellis Head of Investment Strategy, Global Family Office Northern Trust
Lucas Mansberger Senior Manager Selection Analyst Greenleaf Trust
Shari Greco Reiches Co-Founder and Chief Visionary Rappaport Reiches Capital Management
Jack Dwyer President Sunpointe Investments
Tim Barron Chief Investment Officer Segal Marco Advisors
Ben Altman Chief Executive Officer Altman Advisors
Paul Nolte Partner, Portfolio Manager Kingsview Asset Management
Nat Beebe Portfolio Manager, Director of Fixed Income Strategies Ulland Investment Advisors
Jacqueline Crowley Managing Director CIBC Private Wealth Management
Adam Newell Partner DiMeo Schneider & Associates
Dominick Trapasso Principal Summit Trail Advisors
Dylan Kremer Director of Investment Strategy Cresset Capital
Christian Hviid Senior Investment Strategist Wells Fargo Private Bank
Peter Sengelmann Chief Investment Officer Thunn Financial Advisors
Eric Kaehr President, Managing Director Warhorse Wealth Advisors
Nicholas Breit Senior Consultant DiMeo Schneider & Associates
Joel Kress Chief Operating Officer Pomona Investment Fund
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How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.